{"schema_version":"secwatch.filing_event.v1","accession":"0000096223-26-000012","form_type":"8-K","ticker":"JEF","cik":"0000096223","company_name":"Jefferies Financial Group Inc.","filed_at":"2026-03-25T23:59:59+00:00","discovered_at":"2026-05-14T18:02:38.103571+00:00","generated_at":"2026-05-15T09:09:12.494245+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Jefferies Q1 net earnings $156M, EPS $0.70; IB & equities hit records","bullets":["Net earnings attributable to common shareholders $155.7M ($0.70 diluted EPS), up from $0.57 in Q1 2025.","Investment banking net revenues $1.02B, up 45% YoY; Equities net revenues $558M, up 37% - both first-quarter records.","Board declared $0.40 quarterly dividend payable May 29; repurchased 3.0M shares for $174M; buyback authorization increased to $250M.","Non-cash goodwill write-down of $36M after-tax for Tessellis sale; direct First Brands exposure now zero.","Return on adjusted tangible equity 10.9% vs 8.0% prior year; book value $51.91; adjusted tangible book $34.24."],"urls":{"canonical":"https://secwatch.observer/filing/0000096223-26-000012","json":"https://secwatch.observer/filing/0000096223-26-000012.json","markdown":"https://secwatch.observer/filing/0000096223-26-000012.md","text":"https://secwatch.observer/filing/0000096223-26-000012.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000012/0000096223-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000012/jef-20260325.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:09:12.494245+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3a0cbe6011f591d2816a7397e0b9c2ffc4e03edb","claim":"Jefferies Financial Group Inc. reported quarter ended February 28, 2026 results: revenue $2,017,130, net income $155,700, EPS $0.70.","evidence_excerpt":"155,700 $ 127,793 Diluted earnings per common share from continuing operations $ 0.70 $ 0.57 Return on adjusted tangible shareholders' equity 1 10.9 % 8.0 % Total net revenues $ 2,017,130 $ 1,593,019 Investment banking net revenues $ 1,017,293 $ 700,692 Capital markets net revenues $ 778,756 $ 698,284 Asset management net revenues $ 220,262 $ 191,715 Pre-tax","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/96223/000009622326000012/0000096223-26-000012-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended February 28, 2026"},{"label":"Revenue","value":"$2,017,130"},{"label":"Net income","value":"$155,700"},{"label":"EPS","value":"$0.70"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}